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Jayson Galecio 

Client Engagement Coordinator
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Jayson Galecio plays a vital role at Smart Life Financial as an appointment setter. His responsibilities include following up with clients prior to their meetings, to make sure they understand the purpose of their visit and the goals of founder, Scott Borhauer, and the team. By optimizing Scott’s time and sending timely reminders, Jayson helps maintain strong relationships and enhances the overall client experience.

With nine years of experience in the call center industry, Jayson has a strong background in sales and customer service. He is skilled at building trust and connections with clients, emphasizing the importance of insurance in helping secure their future and that of their families. He is passionate about helping clients understand how Smart Life Financial can help strengthen their financial foundation. Jayson finds fulfillment in knowing that his work contributes to helping clients achieve their retirement goals, particularly for those who have dedicated their lives to public service.

Outside of work, Jayson values downtime, using it to grow personally and professionally. Jayson is from the Philippines and lives there with his wife and three children. He enjoys spending time with his family and caring for their four dogs and exotic pets, including geckos. Although he has never been to America, he appreciates the American culture. He plans to give back to his community in the near future and actively seeks opportunities for self-study to enhance his skills and knowledge, demonstrating his commitment to personal and professional growth.

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At Smart Life Financial, we are passionate about consumer education, giving back to the community, and helping others with financial information they may need but might not have been able to get anywhere else. Retirement Insights is our blog with articles covering financial matters, actionable tips, new legislation and more. Calculators are a great way to explore your retirement readiness, and our downloadable whitepapers can give you more in-depth information about retirement issues.

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